Account Type******** *****Account Owner**** ****Account Opps/Deals******* *******Closed Won • Nov 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
William BlairSenior Client Relationship AssociateFeb 19 - PresentFieldpoint PrivateTrader/Portfolio AssociateMay 11- Jan 17
Jordan PhelpsSenior AssociateView Profile, jordan phelpsJustin FurnerSenior Account ExecutiveView Profile, justin furnerMelissa BrickellSenior CA Pture Services SpecialistView Profile, melissa brickell